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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
2051
Sand Hill Global Advisors
California
$307K -$19.4K -188 -6%
EP
2052
EPIQ Partners
Minnesota
$306K – – –
FWI
2053
Facet Wealth Inc
Maryland
$306K +$10K +97 +4%
ACIM
2054
Azimuth Capital Investment Management
Michigan
$305K +$31.1K +301 +12%
HFO
2055
Heritage Family Offices
Arizona
$305K – – –
AFA
2056
AA Financial Advisors
Ohio
$305K -$6K -58 -2%
AIC
2057
Allodium Investment Consultants
Minnesota
$305K +$31K +300 +12%
PCS
2058
Private Client Services
Kentucky
$304K +$42.8K +414 +17%
SFG
2059
SNS Financial Group
Minnesota
$303K – – –
NCG
2060
Newport Capital Group
New Jersey
$303K -$8.58K -83 -3%
RIL
2061
Rothschild Investment LLC
Illinois
$303K – – –
WRPWM
2062
Werba Rubin Papier Wealth Management
California
$303K +$36.5K +353 +15%
VPF
2063
Vantage Point Financial
Illinois
$302K – – –
OWA
2064
Opal Wealth Advisors
New York
$302K -$860K -8,318 -75%
ML
2065
Mayport LLC
Massachusetts
$302K -$30.2K -292 -10%
LWP
2066
LMG Wealth Partners
Louisiana
$302K +$2.89K +28 +1%
CW
2067
Channel Wealth
California
$302K +$285K +2,759 New
WSWA
2068
Warren Street Wealth Advisors
California
$300K +$284K +2,746 New
GL
2069
Gerber LLC
Ohio
$299K – – –
BDFN
2070
Bond & Devick Financial Network
Minnesota
$299K – – –
MMHP
2071
Murphy Middleton Hinkle & Parker
Georgia
$298K – – –
APP
2072
Avantax Planning Partners
Iowa
$297K +$15.5K +150 +6%
SAM
2073
Seelaus Asset Management
New Jersey
$296K -$48.1K -465 -15%
PCMK
2074
Paragon Capital Management (Kansas)
Kansas
$295K – – –
SCM
2075
Stonehearth Capital Management
Massachusetts
$295K -$5.56M -53,764 -95%
81 82
83
84 85